Skip to content

Access onboarding for agencies

The uncomplicated way to request access

Request, track and confirm your clients’ access in a single link.

Start free for 30 daysSee how it works

No card required. Set up your agency and get started in minutes.

Request details in the agency area: progress completed by the client and confirmed by the agency, items with statuses, the button to confirm submitted items and the client link.
Client portal on a phone: agency branding, request title, a reminder never to share passwords and the checklist progress.

The problem starts before the marketing

Your agency has already sold the service, but the work hasn’t started because the access hasn’t arrived, is scattered or the client doesn’t know how to provide it.

  • Slow to get started

    The work has been sold, but operations stall because the access hasn’t arrived yet.

  • A manual, scattered process

    WhatsApp, email, screenshots, tutorials, reminders and checks end up spread across different places.

  • Friction with the client

    Not every client knows how to grant access, which leads to questions, follow-ups, rework and strain.

How it works

A single flow to request, track and confirm access.

  1. Create the request

    Pick a template or build the access flow your agency needs.

  2. Send a single link

    The client gets the request without having to create an account.

  3. They follow the steps

    Each access is explained step by step, even for people without technical know-how.

  4. Track and confirm

    Your team sees the progress, reviews what was sent and confirms when everything is right.

Built so your client can get it done

Not every client knows where to click, which access to grant or how to find the right account. And that’s fine: the flow guides every step.

  • No login

    The client accesses everything through a secure link.

  • Clear step-by-step

    Each request can include instructions, fields and evidence.

  • Progress saved automatically

    The client can pick up where they left off.

  • Fewer questions and messages

    Guidance lives in the flow itself, without relying on scattered explanations.

  • Different levels of know-how

    The process doesn’t assume technical familiarity.

Client portal item on a phone: the agency’s ID with a “Copy” button, three numbered steps to accept the request in Google Ads and the question “Were you able to accept the request?”.
Step-by-step in the client portal, on a phone

Everything under control, without relying on memory

Your team tracks what was requested, what the client has already sent and what still needs adjusting, all in one place.

  • A clear view of progress

    See at a glance what stage each request is at.

  • Review and confirmation

    Your team checks what was sent before considering the access done.

  • Reusable templates

    Standardize recurring requests without starting from scratch.

  • Comments and adjustments

    If something is wrong, send the item back with context.

  • History and organization

    Keep a record of what changed and what has already been resolved.

Agency templates: the official template gallery, each with its number of sections and items, the verification date and actions to copy, preview or use in a new request.
Official templates in the agency area

See Conta Comigo in action

From the request to the confirmed access, everything happens in a single flow.

  • Request builder: publication status, autosave, the “Publish changes” button and the structure with a section and items from the official template.

    Builder

    Build sections and items with steps and fields.

  • Client portal on a phone: agency branding, request title, a reminder never to share passwords and the checklist progress.

    Client portal

    The client answers through the link, on their phone.

  • The agency’s request list: each request with its client, status, who needs to act and progress.

    Request dashboard

    Status and progress for every request.

  • Request details in the agency area: progress completed by the client and confirmed by the agency, items with statuses, the button to confirm submitted items and the client link.

    Review

    Check what came in and confirm each access.

Before and after Conta Comigo

Before Conta Comigo

  • WhatsApp, email and screenshots all over the place
  • Tutorials sent by hand
  • Clients unsure where to click
  • Chasing pending items
  • Team checking everything by hand
  • Little visibility into what’s missing
  • Slow to start the work

With Conta Comigo

  • A single link
  • Guided step-by-step
  • Centralized progress
  • Visible pending items
  • Review within the flow
  • Organized history
  • A faster start with less friction

Less time chasing access. More time getting the work started.

Plans for every operating pace

Start free for 30 days. No card required. Choose the plan that keeps up with your agency’s volume.

Pay for 10 months and use 12.

  • Essencial

    R$59/month

    Up to 10 published requests per month.

    or R$590/year.

  • Fluxo

    Recommended

    R$129/month

    Up to 25 published requests per month.

    or R$1,290/year.

  • Escala

    R$249/month

    Up to 50 published requests per month.

    or R$2,490/year.

Priced per agency: team members, clients and history don’t count toward the limit.

Start free for 30 days

No card required.

Frequently asked questions

I already do this over WhatsApp. Why use Conta Comigo?

WhatsApp handles the conversation, but it doesn’t organize the process. When several clients, accesses, tutorials and follow-ups pile up at the same time, it’s easy to lose context and delay the start of the work. Conta Comigo brings everything into a single flow, with clear tracking of what’s done and what’s still missing.

Will my client need to create an account?

No. They get a link and follow the guided flow, with no login and no need to understand the platforms technically.

Won’t this become one more tool for my team?

The idea is precisely to replace part of the process that already happens in a scattered way today. Instead of tracking messages, spreadsheets, screenshots and reminders in different places, the team gets a single place to request and track access.

I have low volume. Does it still make sense?

The value isn’t just in the number of clients, but in the time and strain each onboarding creates. The Essencial plan covers up to 10 requests per month and was designed precisely for smaller operations.

I already have an internal process. Do I need to change everything?

No. Conta Comigo fits specifically into the access collection and tracking stage. Templates and flows can be adapted to the process your agency already uses.

Can’t I just send the client a tutorial?

You can, but a tutorial only covers the instructions. It doesn’t show the agency who finished, what’s still missing, where the client got stuck or whether the access was actually confirmed. Conta Comigo combines guidance and tracking in the same process.

Does Conta Comigo grant or verify access automatically?

It’s a checklist, not automation.

  • It doesn’t grant, detect or verify access. The agency checks each access on the platform and records the check in Conta Comigo.
  • It doesn’t ask for passwords: the steps follow each platform’s official invitations.
  • It doesn’t connect to Google, Meta or other marketing platform accounts.
  • Revoking a Conta Comigo link doesn’t revoke access already granted on the platforms.

Get the work started faster, with less friction between agency and client.

Centralize access collection, guide your clients and track everything in a single flow.

Start free for 30 daysI already have an account

No card required.